Penserra Capital Management LLC Acquires 49,840 Shares of Sirius XM Holdings Inc. $SIRI

Penserra Capital Management LLC lifted its stake in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI) by 28.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 227,719 shares of the company’s stock after acquiring an additional 49,840 shares during the quarter. Penserra Capital Management LLC owned approximately 0.07% of Sirius XM worth $5,300,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC bought a new position in Sirius XM during the fourth quarter valued at approximately $622,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Sirius XM by 11.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 925,313 shares of the company’s stock valued at $20,861,000 after purchasing an additional 92,111 shares during the last quarter. Focus Partners Wealth raised its holdings in shares of Sirius XM by 5.2% in the first quarter. Focus Partners Wealth now owns 16,273 shares of the company’s stock worth $367,000 after buying an additional 800 shares during the period. Geneos Wealth Management Inc. increased its stake in Sirius XM by 36.7% in the first quarter. Geneos Wealth Management Inc. now owns 1,836 shares of the company’s stock worth $41,000 after purchasing an additional 493 shares during the period. Finally, Sivia Capital Partners LLC purchased a new position in Sirius XM in the 2nd quarter worth about $208,000. Institutional investors own 10.69% of the company’s stock.

Key Headlines Impacting Sirius XM

Here are the key news stories impacting Sirius XM this week:

• Positive Sentiment: Management raised multi‑year free cash flow targets (guiding ~$1.35B FCF in 2026 and ~$1.5B in 2027) and has delivered ~$250M in annual cost savings with another ~$100M planned — a key reason investors are bullish on valuation and dividend support. Sirius XM: Cash Flow Resilience Is Underappreciated
• Positive Sentiment: Market reaction was amplified by headlines noting a stock jump tied to the strong FCF guidance — traders priced in the cash‑flow story. Sirius XM stock jumps on strong free cash flow guidance
• Positive Sentiment: Underlying operating results were broadly constructive: revenue modestly beat estimates (~$2.19B) and some outlets report Q4 earnings/revenue beats, supporting the upbeat trading tone. SIRI Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Surprise subscriber growth tied to demand for exclusive content was reported, which helps the top-line outlook and offsets worries about churn. SiriusXM posts surprise subscriber growth
• Neutral Sentiment: Analysts are upbeat: Barrington reaffirmed an “outperform” and set a $28 price target, signaling analyst confidence but not immediate consensus upside. Barrington Research coverage note
• Neutral Sentiment: Company commentary and filings show revenue and net metrics roughly flat vs. prior year and guidance that implies 2026 revenue near 2025 levels — a reminder growth is modest and results depend on cost execution. SiriusXM Q4 and FY2025 results
• Negative Sentiment: Some headlines flagged a GAAP EPS miss (reported GAAP EPS lower than some consensus figures), which injects short‑term volatility as investors parse adjusted vs. GAAP metrics. GAAP EPS and revenue report
• Negative Sentiment: The company agreed to a ~$28M settlement over alleged telemarketing practices — a modest legal hit but a headline risk that may weigh on sentiment for some investors. $28M telemarketing settlement

Sirius XM Trading Up 9.0%

NASDAQ SIRI opened at $22.60 on Friday. Sirius XM Holdings Inc. has a 52 week low of $18.69 and a 52 week high of $27.41. The company has a 50 day moving average price of $20.94 and a 200 day moving average price of $21.87. The company has a quick ratio of 0.31, a current ratio of 0.31 and a debt-to-equity ratio of 0.78. The firm has a market cap of $7.61 billion, a PE ratio of 7.99, a price-to-earnings-growth ratio of 0.28 and a beta of 0.93.

Sirius XM Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Wednesday, February 11th will be issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 4.8%. The ex-dividend date is Wednesday, February 11th. Sirius XM’s dividend payout ratio is currently 38.16%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on SIRI. JPMorgan Chase & Co. increased their price objective on Sirius XM from $19.00 to $20.00 and gave the stock an “underweight” rating in a research note on Friday, October 31st. Weiss Ratings restated a “hold (c-)” rating on shares of Sirius XM in a research note on Monday, December 29th. Barrington Research reaffirmed an “outperform” rating and issued a $28.00 price objective on shares of Sirius XM in a research note on Thursday. Moffett Nathanson initiated coverage on shares of Sirius XM in a research report on Tuesday, January 27th. They set a “neutral” rating and a $21.00 target price on the stock. Finally, Benchmark restated a “buy” rating and issued a $30.00 price target (up previously from $28.00) on shares of Sirius XM in a report on Friday, October 31st. Three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Sirius XM currently has an average rating of “Hold” and an average target price of $23.88.

Sirius XM Company Profile

Sirius XM Holdings Inc is a leading audio entertainment company specializing in subscription-based satellite and streaming radio services. Formed in 2008 through the merger of Sirius Satellite Radio and XM Satellite Radio, the company delivers a broad range of programming across music, sports, news, talk and comedy channels. Sirius XM’s offerings include exclusive live sports play-by-play, artist-curated music channels, news coverage from major networks and original talk and entertainment series.

Headquartered in New York City, Sirius XM serves listeners throughout the United States and Canada, reaching tens of millions of subscribers.